Insurance Sales Advisor
5 days ago
We are looking for a motivated and customer-focused Insurance Sales Advisor to join our team. The role involves promoting and selling insurance products, building long-term client relationships, and providing professional guidance to ensure customers choose the best coverage for their needs.
Key Responsibilities
- Identify and approach potential customers through networking, referrals, cold calling, and digital channels.
- Understand clients' financial needs and recommend suitable insurance products (life, health, general, or other).
- Explain policy details, benefits, coverage, exclusions, and terms clearly to customers.
- Maintain relationships with existing clients, ensuring timely renewals and cross-selling additional policies.
- Meet and exceed monthly/quarterly sales targets and KPIs.
- Provide after-sales support, assist with claims, and resolve customer queries.
- Keep updated with industry trends, new insurance products, and regulatory requirements.
- Maintain accurate records of leads, sales, and customer interactions in CRM systems.
Required Skills & Qualifications
- Bachelor's degree in Business, Finance, Marketing, or related field
- Proven experience in sales (insurance/financial services experience is a plus).
- Strong communication, negotiation, and interpersonal skills.
- Ability to explain complex information clearly and build trust with clients.
- Self-motivated, target-driven, and customer-oriented.
- Basic computer proficiency (MS Office, CRM tools).
What We Offer
- Attractive salary with performance-based incentives/commissions.
- Training and professional development opportunities.
- Growth opportunities within the organization.
- Supportive team environment.
Job Type: Full-time
Pay: ₹21, ₹40,000.00 per month
Benefits:
- Health insurance
- Leave encashment
- Paid sick time
- Provident Fund
Ability to commute/relocate:
- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- Please share your salary and notice period
Language:
- English (Required)
Work Location: In person
Speak with the employer
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